I have known Peter Stella for 6 years now. In 2011, he was bravely saying that QE would become MORE aggressive and would last way into 2014. A great call. As the former liaison to central banks from the IMF, he has had a great seat in the brave new world of QE. What's he saying now? He is our guest writer this week. GLOBAL. Growth in the US, EU and Japan is significantly below [...]
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more